Sarah Chen
Personal Finance Editor
CFPĀ® Candidate Ā· B.S. Economics, UC Berkeley
BudgetingInvestingDebt PayoffTax StrategyWealth Building
Sarah Chen is a personal finance editor and CFPĀ® candidate with over a decade of experience in financial analysis and consumer finance writing. Before joining PeaksInsight, she spent six years as a financial analyst at a San Francisco-based wealth management firm, advising clients on investment portfolios, retirement planning, and tax-efficient wealth strategies. Her work has been cited by personal finance publishers across the US. Sarah believes that financial literacy is not a privilege ā it should be accessible to everyone, and writes with that conviction on every piece she publishes.
55 articles published
